+103.2%
PDLB vs VOO
+237.6%
-134.4%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.8% |
| 7D | -3.5% | -2.7% | -0.8% | -1.8% |
| 30D | +8.1% | -5.4% | +13.4% | +12.1% |
| 3M | +7.7% | -4.1% | +11.8% | +10.6% |
| 6M | +22.4% | +0.7% | +21.6% | +21.3% |
| YTD | +32.7% | +8.7% | +24.0% | +24.7% |
| 1Y | +48.8% | +11.0% | +37.9% | +37.9% |
| 3Y | +171.9% | +75.5% | +96.5% | +83.7% |
| 5Y | +102.5% | +68.4% | +34.1% | +38.9% |
| All | +103.2% | +237.6% | -134.4% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling